Assistant Account Manager - Commercial Lines

Position Summary

The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.

Essential Responsibilities

• Support Account Managers with daily service and administrative tasks
• Process basic Certificates of Insurance
• Submit simple policy changes and process endorsements
• Afford limited customer service inquiries
• Perform data entry and maintain accurate records in the agency system
• Shadow team members to build knowledge and skills
• Complete scanning, documentation, and clean-up projects
• Review renewal spreadsheets and assist with documentation processing
• Manage incoming and outgoing mail and related materials
• Complete additional tasks and projects as assigned

Qualifications

• High school diploma or GED
• Strong attention to detail and organizational skills
• Effective written and verbal communication
• Problem-solving mindset with a proactive approach
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented with a positive, “can-do” attitude
• Commitment to continuous learning and professional growth